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THE RETIREMENT PLANNING GROUP, LLC

Doing business as CETERA PLANNING PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$4,164,758,846
Discretionary
$4,046,255,848
Non-discretionary
$118,502,998

Firm details

CRD number
129625
SEC file number
801-62655
Main office
LEAWOOD, KS, United States
Employees
78
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.